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    Lauren Cassel

    Research Analyst at Morgan Stanley

    Lauren Cassel is an Equity Analyst at Morgan Stanley, specializing in consumer and internet sector research with a focus on companies such as Match Group, including brands like Hinge, and Skechers. She has provided investment analysis and ratings for these firms, delivering recommendations that are well-documented in financial news coverage and earnings reports, and has contributed to Morgan Stanley's perspective on industry trends. Cassel's career at Morgan Stanley includes active participation in earnings calls and published research notes, though specific tenure and detailed past employment history are not publicly available. She is recognized for her technical expertise and engagement with institutional clients, and as an equity analyst at a major financial institution, she holds relevant securities licenses and FINRA registration.

    Lauren Cassel's questions to Arhaus (ARHS) leadership

    Lauren Cassel's questions to Arhaus (ARHS) leadership • Q3 2024

    Question

    Lauren Cassel, on for Simeon Gutman, asked if management was satisfied with demand trends given the promotional environment and whether weakness was due to the consumer or competition. She also inquired about the competitive landscape, particularly regarding product overlap.

    Answer

    CMO Jennifer Porter acknowledged they want better demand but see current macro pressures as temporary. CEO John Reed added that after a long successful run, this was a 'little stumble.' Regarding competition, Reed expressed confidence that Arhaus's unique designs and artisan quality differentiate it, stating that even when competitors copy products, it does not impact Arhaus's market share for those items.

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